Wednesday, September 11, 2013
Alnylam Comments Suggest SubQ Tech Failed to Achieve Efficacy Goal
Disclaimer: This blog is not intended for distribution to or use by any person or entity who is a citizen or resident of, or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation or which would subject the author or any of his collaborators and contributors to any registration or licensing requirement within such jurisdiction. This blog expresses only my opinions, they may be flawed and are for entertainment purposes only. Opinions expressed are a direct result of information which may or may not be accurate, and I do not assume any responsibility for material errors or to provide updates should circumstances change. Opinions expressed in this blog may have been disseminated before to others. This blog should not be taken as investment, legal or tax advice. The investments referred to herein may not be suitable for you. Investments particularly in the field of RNAi Therapeutics and biotechnology carry a high risk of total loss. You, the reader must make your own investment decisions in consultation with your professional advisors in light of your specific circumstances. I reserve the right to buy, sell, or short any security including those that may or may not be discussed on my blog.
10 comments:
Gee whiz.
Sounded like braggadocio all along to me. The sooner they mend fences with our tiny Tekmira, the better. We (Tekmira) aren't out to destroy them (Alnylam). The reverse cannot be said.
I still laugh when I remember J.M. declaring Tekmira's delivery as, "The Gold Standard."
sorry to disappoint but this is a non-issue
-neither buyside nor patients nor docs will care about this in setting of life-threatening diseases with no other good options
-thanks though
Your blog is totally distorted and gives a biased opinion. TTRsc replicates what they have found in NHP and so it is not a failure at all but it is a great success as it validates its GalNAc delivery platform. If you look at a slide from their presentation, they had achieved >80% knockdown of TTR in NHP at a dose of between 5 and 10mg/kg. So if they achieve the same kind of efficacy in human, then it can not be called a failure as your myopic view indicates. TTRsc never was their potent compound since it was their first drug in the clinic based on GalNAc delivery platform. They have substantially improved the potency of GalNAc since TTRsc. AT3 needs only 0.5mg/kg of weekly dosing to achieve 90% gene silencing in NHP. So it should achieve the same degree of efficacy in humans based on validation by TTRsc. Alnylam can always introduce a more potent version of TTRsc if there is a need for it in the future. But even a current version of TTRsc is potent enough to compete with what ISIS has in the market. Remember, ISIS TTRRx can knockdown only 70% of TTR with their current drug in the market, so Alnylam has nothing to worry about and TTRsc will continue its advancement through the clinic to your disappointment.
What you anonymous posters are saying is pure speculation. TTR02 is proven science in man.
You have no idea what sort of side effects or adverse reactions may occur in humans at the doses you mention.
The same can be speculated about Tekmira's SubQ under development.
XMAN,
TTR02 is not as great as you claim it to be. It has to be given with corticoid steroid and even with that they had an infusion reaction at 0.5 mg/kg so they had to limit the dose to 0.3 mg/kg. They were also forced to reduce the frequency of administration to make it efficacious. TTR02 has borderline potency at best and it is not proven until it gets FDA approval.
Xman said...
I still laugh when I remember J.M. declaring Tekmira's delivery as, "The Gold Standard."
Who is J.M.? Thanks.
J.M. Is Maraganore, Alnylam CEO; a proven liar. Xman
"...it's hard for us to say very much about ongoing litigation other than we don't comment about ongoing litigation, but I think what we can say is we are as convinced as ever that the suit that was brought against us by Tekmira is completely without merit, is baseless and we will defend ourselves fully in that suit and we will be meritorious."
Was it "the gold standard" 3~5 years ago must be "the gold standard" at these days?
Post a Comment